BankerVs Broker
Know the roles. Guide with confidence.
Ban
Broker
Bankers follow their
process. Even when it
slows things down.
SpeedtoClose= YourReputation
Brokers Can:
Move Faster, Stay
Creative, Source
Alternative Solutions,
Advise Long Term Goals.
Example 1: Fast Close
Challenge:Clientneededto closeinrecordtime
Move:Brokerhadbackup loanoptionsandpivotedfast Result:Closed2dayssooner thanCOE
E
xample 2: Off-Market Win
Challenge:Buyerwantedaccess toapropertynotyetlisted Move:Brokerleveragedadirect lenderconnection Result:Solvedtheseller’sissue andsecuredthehomeforour buyer
P
rogram Flexibility
=
More Qualified Buyers
Abankermightofferthreeloan options.
Abrokercanofferthirty.Thatincludeswhatbanks offer,plussolutionsforcomplexordeclined scenarios.
Agent example:
Aself-employedbuyerwasdeniedbytheirbank. REMortgagematchedthemwithabank statementloanthatworked.Nodelays. Nosetbacks.Justasuccessfulclose.
Smart Structuring
Wematchtheloan toyourclient,notthe otherwayaround.
Financing Power = Deal Control
Whenyourlenderhasmoreprogramsandfewer restrictions,youstayincontrol.Youcancatch problemsearly,avoiddelays,andkeepthedeal movingevenwhenchallengescomeup.
Agent example:
Wecaughtacondoissueearlybecauseour REMortgageflaggedthewarrantabilityrisk upfront.
“ThebankerIworkedwithbeforedidn’t mentionituntilunderwriting.Thatdelay nearlycostusthedeal.”-
KWAgent
Your Preferred Lender
= A Reflection of You
Thelenderyourecommendsaysalotabout howyouwork.Clientswillrememberwho helpedthemwinandwhohadaplanwhen thingsgottough.
Agent insight
“Mybuyerwasdeniedbytheirfirst lender,butIhadmyFinance Managerreadywithasolidbackup. Weclosedwithoutdelay,andtheir cousincalledmethenextweekto starttheirownhomesearch.”
More Deals Saved = Mor
e Referrals
Bringtherightlender,close thedeal,andopenthedoor tomorebusiness.
Want to grow even
more? Just ask.
Wecanhelpyoureachclientsothers overlook—including:
•Buyerswhoneedtopurchase beforeselling
•Investorslookingforoptions beyondthebank
•Homeownerswhocouldbenefit fromatemporaryratebuydown
•Self-employedbuyerswhodon’tfit traditionalincomeguidelines
Whateverthe scenario,we’ll helpyou matchthe rightstrategytothe rightclient—
soyou can close more dealswith confidence.
Brokers are like personal shoppers
Moreoptions,moreflexibility, betteroddsofclosing.
Know thedifference. Guide smarter. Winmoredeals.
